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WEC Energy
WEC

Overview Fund Activity

924 hedge funds and large institutions have $20.3B invested in WEC Energy in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 310 increasing their positions, 328 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
-20
Holders Change %
-2.12%
% of All Funds
16.23%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
59
Increased
310
Reduced
328
Closed
67
Calls
$18.4M
Puts
$19.4M
Net Calls
-$945K
Net Calls Change
-$5.61M

Top Buyers

1
UBS AM
UBS AM
Illinois
$187M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$417M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$53.9M
4
State Street
State Street
Massachusetts
$1.5B
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$40.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$14.7M
2
Millennium Management
Millennium Management
New York
$94.5M
3
Citadel Advisors
Citadel Advisors
Florida
$38.9M
4
Bank of America
Bank of America
North Carolina
$462M
5
Wells Fargo
Wells Fargo
California
$625M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
801
Mark Sheptoff Financial Planning
Connecticut
$57K – – –
EC
802
Estate Counselors
Wisconsin
$53K – – –
SJIM
803
St. Johns Investment Management
Florida
$53K – – –
LC
804
Lindbrook Capital
California
$53K +$2.19K +25 +4%
SC
805
SouthState Corp
Florida
$52K +$52K +591 New
CB
806
CNB Bank
Pennsylvania
$50K – – –
TCWM
807
Total Clarity Wealth Management
Illinois
$50K +$50K +564 New
SWM
808
Sugarloaf Wealth Management
Georgia
$49K – – –
AA
809
Ancora Advisors
Ohio
$49K +$2.63K +30 +6%
MUMSS
810
Mitsubishi UFJ Morgan Stanley Securities
Japan
$48K -$30.2K -340 -39%
SIS
811
Sound Income Strategies
Florida
$45K -$3.02K -34 -6%
SWM
812
Selective Wealth Management
Virginia
$44K -$2.73K -31 -6%
COCM
813
Charter Oak Capital Management
New Hampshire
$43K -$9.26K -106 -18%
CWA
814
Clearview Wealth Advisors
Oregon
$43K +$264 +3 +0.6%
SIC
815
Salem Investment Counselors
North Carolina
$42K – – –
SWA
816
SOA Wealth Advisors
New York
$42K – – –
PSB
817
Piscataqua Savings Bank
New Hampshire
$42K – – –
AWM
818
Avior Wealth Management
Nebraska
$42K +$32.6K +372 +348%
LWA
819
Lenox Wealth Advisors
New York
$41K – – –
ONST
820
Old North State Trust
North Carolina
$41K – – –
DFCM
821
Dark Forest Capital Management
Puerto Rico
$39K +$39K +438 New
EIM
822
Essex Investment Management
Massachusetts
$38K – – –
FRA
823
Front Row Advisors
California
$38K – – –
MHR
824
Matthew Hamilton Rosenberg
$37K -$20.5K -235 -36%
CI
825
CX Institutional
Indiana
$37K +$4.51K +51 +14%
31 32
33
34 35